Person holding coffee walking along pathway with blue thumbprint in background

Wealth by Tandia

Let Wealth by Tandia help you curate a long-term financial plan and investment portfolio that measures up to your unique financial goals. Whether you’re saving for the future, preparing to buy your first home, or thinking about protecting your estate, our range of Wealth Services can help you achieve the level of financial comfort you aspire to.

Get independently comfy.

Wealth by Tandia in partnership with Qtrade offers you the support and guidance of a full-service Investment Advisor or the independent option of self-directed Online Investing. Choose the investing style option that's most comfortable for you.

webcast icon

Online Investing

We have partnered with Qtrade Investor to provide you with the independence ofOnline Investing ​from one of Canada’s best online brokers.

Mountain with flag on pinnacle icon

Access to Market-Leading Solutions

Our partnership with Qtrade and Credential opens the door to a full range of market-leading wealth management solutions including a comprehensive line of investment products.

Qualified Investment Advisors

Benefit from our team of professional Investment Advisors that have the experience to navigate the markets for the best opportunities to meet your unique investment goals.

About Qtrade

Since 1999, Qtrade has been offering comprehensive, market leading wealth management solutions to credit unions across Canada. As Tandia’s partner of choice, Qtrade facilitates wealth management solutions for members including a comprehensive line of investment products. These investments can be held within or outside of a registered plan, including US and Canadian equities, mutual funds, bonds and other fixed income instruments. This depth of product offerings allows you the choice of conservative to aggressive investment options and the perfect mix of return versus risk at any stage of your life.

Financial planning specialties

Financial Planning

What investment solutions should you choose? What are your cash flow needs, time horizon and desired level of risk and return? Are you better off with a TFSA or RRSP?  Beyond all of that, what tax considerations should be made? An Investment Advisor will work with you to explore these questions and help you create a financial plan and investment strategy that makes the most of your money.

Retirement Planning

Whether you’re preparing to retire in the next few years or it is still decades away, a qualified Investment Advisor can sit down with you to devise a strategy that will see you achieve your chosen retirement lifestyle. Have a conversation about RRSPs and if they make sense for participants of a defined benefit pension plan.  Take advantage of a consultation on options presented to you by OMERS, HOOPP or OTPP -- pension plans on which our Investment Advisors are very knowledgeable.  They can also help you determine the best time to apply for CPP, and how to use a Gratuity in your favour.

Tax and estate planning

It’s important to minimize taxes and preserve your assets, making sure to balance risk and reward along the way. Get expert tips and advice from an Investment Advisor for added peace of mind.

Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc. and Credential Asset Management Inc. 

Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc.

Two people meeting at desk. One person holding glasses speaking other person reading paper and laptop

​Put your future in good hands

It’s challenging to predict the future, but that doesn’t mean you can’t be prepared for it.  With a full library of investment products and expert advice to help make sense of them, Wealth by Tandia can help you build a financial plan that’s tailored to your unique financial goals and gets your money working for you. 

Whether you’re saving towards a field trip of your own, looking for your first home, planning your retirement or preparing to protect your estate, Wealth by Tandia can help you prepare for the road ahead.

Wealth Desk

To speak with our team about financial planning or our wealth management services, contact our Wealth Desk Monday through Friday, 9 am to 5 pm at 1.844.600.3586. Our representatives are ready-when-you-are to help with investment questions, advice and solutions.

person on laptop inside house

​Wealth Desk

Monday-Friday, 9 am - 5 pm

​1-844-600-3586

Four people sitting having a picnic

Good things happen when we share

Spread the word to your family members, colleagues and friends about the value, service, convenience and tailored financial services that help you worry a little less. You and the person you refer will each be rewarded with $25 cash*